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Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,927 | $138,072-83.4% | $123,549-81.4% | $135,382-83.1% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -20.38% | 153.69%-174.1pp | 119.20%-139.6pp | 519.77%-540.1pp |
| Employer contribution / active EE | $0 | $5,152-100.0% | $4,628-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $15,948 | $6,799+134.5% | $6,426+148.2% | $5,609+184.3% |
| Admin fee / account holder | $66 | $10,917-99.4% | $9,284-99.3% | $10,829-99.4% |